Prepare a CSV
Select, rename and sort columns before export.
What does this template do?
Select, rename and sort columns before export.
This template turns a full file into a readable extract: keep only the useful columns, give them clear names, then sort the rows by one column before exporting. It suits a recipient who only needs part of the data, in a given order.
Pipeline steps
This template automatically chains 5 steps in the Workspace. You can review every setting before running it.
- 1Import a spreadsheet
- 2Select columns
- 3Rename columns
- 4Sort rows
- 5Export the table
Why the steps come in this order
Selection comes first to slim down the table. Renaming follows, and sorting comes last, so the sort column is referred to by its new name. Swapping renaming and sorting would mean using the old names, which invites mistakes.
When should you use this template?
- Extract name, email and city from a thirty-column customer export.
- Rename technical headers (“cust_id”) into readable labels before sending a file.
- Produce a list sorted by date or amount for a report.
Local processing in your browser
When the selected modules support local processing, your files stay on your device while the Pipeline runs.
Settings to check
- Columns to keep: choose them in the order wanted in the result.
- Renaming: a JSON object mapping old to new names, for example {"cust_id": "Customer"}.
- Sort: one column and a direction, ascending by default.
- Export: XLSX by default; choose CSV if the recipient expects a text file.
Example
- Before
- 30-column export including “cust_id”, “email” and “created_at”.
- After
- Three columns “Customer”, “Email” and “Created on”, sorted by creation date.
Limits to know
- Sorting uses a single column: there is no secondary key.
- A syntax error in the renaming JSON stops the step; check the quotation marks.
- Unselected columns disappear from the result; the source file is left untouched.